Trent Telenko Profile picture
Nov 9, 2021 30 tweets 16 min read Read on X
The issues that @fortisanalysis founder, @man_integrated spoke about recently piece on why the USA may never recover from the current supply chain disruptions have a historical analog in WW2 military supply chains.

That will be this thread's subject
1/
Intercontinental logistics is never easy. Even more so when there is a thinking enemy of the other side shooting holes in them.

Yet for all that, the US never got the single most important piece right the clearing cargo through ports & beaches.

See the WW2 D-Day example.
2/ ImageImage
In the Pacific theaters, it was far worse.

The tyranny of distance, no/poor infrastructure, bureaucracy, and inter-service politics were bigger foes than the Japanese.

3/ ImageImageImageImage
It also didn't help that the San Francisco Port of Embarkation was the most dysfunctional of WW2.

In addition to a 100 times increase in size & people, it calved off POE in Los Angeles, Seattle Portland, & Prince Rupert.

4/
nps.gov/articles/000/t… ImageImageImage
Imagine trying to inventory and mark for the proper consignee, & move a mess like this.

Which was actually a good day for the San Francisco POE.

5/ Image
Per the NPS San Fran POE link:

"The port and its subsidiary, served by three transcontinental railroads, handled more than 350,000 freight car loads, and employed 30,000 military and civilian employees, not counting the longshoremen who loaded and unloaded cars and ships."

6/ ImageImageImage
Per this link:

"In 1939, the SFPE employed 831 military and civilian personnel. They shipped 48,000 tons of cargo that year. By the end of WW2, in 1945, the SFPE employed more than 30,000 people.

7/
hmdb.org/m.asp?m=70000 Image
...They shipped more than 23 million tons of cargo and 1.65 million soldiers on 4,000 freighters & 800 troopships."

Not mentioned in either link is that the War Dept. fired three San Fran POE directors during WW2.
8/ Image
The last firing happened shortly before the end of WW2, because something needed to be done to logistically support the planned Operation Downfall invasions of the Japanese home islands.

It was the illusion of "doing something."

9/ ImageImageImageImage
The "Great Pacific Supply Chain Collapse" going into Downfall was years in the making. And It was well mapped by a War Dept. investigator in Sept-Oct 1944.

See:

Col. Crosby's report on trip to Pacific Ocean Area and Southeast Pacific Area.
cgsc.contentdm.oclc.org/digital/collec…

10/
Col. Crosby put in the miles and time to investigate everything involved the the Pacific War supply chain. Every major port operation in Adm. Nimitz's & General Macarthur's theater's were investigated & photographed.
11/ Image
In the time before ISO containers & container ships, good warehousing, rail & port operations for break bulk freighters required nets, pallets, roller conveyors, forklifts, cranes and military stevedores.

Who were disproportionately African-American in the Jim Crow era.
12/ Image
The problem that Crosby found in his travels was the lack of skills/supplies/infrastructure to effectively use pallets, roller conveyors, & forklifts.

Material handling equipment (MHE), then or now, required skilled manpower, spare parts & proper infrastructure to use.
13/ ImageImageImageImage
In his visit to Oro Bay rear in MacArthur's theater, Crosby found that despite having fork lifts, pallets & leadership deeply committed to mechanization to save manpower. It simply wasn't happening.

14/ ImageImageImageImage
The meeting tonnage metrics now beat efficient for the future.

Spoilage or theft of offloaded tonnage was not measured.

It was the "Department of Someone Else's Problem."

15/ ImageImageImageImage
Different bases didn't share overages of pallets forklifts with bases lacking them because there was no effective communications nor incentives to do so.

[The parallels with containers & their carriers in the ports of LA & Long Beach today stand out.]
16/ Image
Then there was the real elephant in the pacific supply chain room...inter-service rivalry.

It wasn't simply a matter of the US Navy being in charge, not understanding Army needs & short changing them.

And there was a lot of that.

17/ ImageImage
In fact, A whole lot of that. The USN considered all merchant hulls in it's theater it's property.

No matter if they were War Shipping Administration, War Dept. charter or Army Transport Service. When it came to shipping, the USN was:

"All you bases are belong to us"
18/ Image
And it was more than the old saw of "The Navy gets the gravy while the Army get the beans."

Nope, it was the USN decided what was priority shipping for the theater including the building materials for Army infrastructure.

So the Army didn't get cement.

Literally, see:
19/ Image
Adm. Nimitz and his CENTPAC staff did more to stop US Army infrastructure building in the Pacific than all the torpedoes in the Japanese Navy!

And it went to actively sabotaging MacArthur's operations.

USN stole a complete harbor crft comp meant to land supplies at Leyte!
20/ ImageImageImage
A US Army harbor company w/o it's craft are over trained stevedores. Which was what the USN wanted to slow down MacArthur.

I found that bit of sabotage on pare 79 of the following document:

History of Army Port and Service Command.
cgsc.contentdm.oclc.org/digital/collec…
21/
And made sure to confirm it was sabotage by looking up Eniwetok's tugs & lighterage in the following photo clipped document:

Base facilities summary: advance bases, Central Pacific Area, 30 June, 1945.
cgsc.contentdm.oclc.org/digital/collec…
22/ Image
And then checking every tug, barge, floating crane and craft against this document:

Navy Seagoing Tugs and Related Craft
researcheratlarge.com/Ships/Misc/194…

23/
Whatever happened to those Transportation Corps watercraft. They were not at Eniwetok in June 1945 despite a huge number of USN lighterage being inoperative.

Nor did they ever make it to Leyte.

24/ Image
While MacArthur's supply issues at Leyte are blamed on Kamikazes & his own disorganization -- the official narrative.

The USN's "Grand Theft Army Watercraft" at Eniwetok played a bigger role in stopping MacArthur's supplies at Leyte than the HMIJS Yamato lead central force

25/ Image
Yet it can be said that Col Crosby's fact finding tour bore fruit for the Pacific Supply Chain in the SWPA.

By Jan 1945 the SWPA shipping regulation system communicated about shipping & port capacity in every base & with the West coast.
cgsc.contentdm.oclc.org/digital/collec…
26/
Yet for all the effort, the SWPA regulating system didn't fix the problem.

It only managed it.
27/
The heart of the issue was the dysfunction between the USN and the War Department, and especially the service troop impasse in the South Pacific.

The service troop needed for Downfall were Army & belonged to MacArthur, but the USN would not release operational control.
28/
The impasse leading to the "Great Pacific Supply Chain Collapse" during the planned invasion of Japan was broken not by agreement between supply chain stakeholders.

It was broken by the Atomic bombing of Hiroshima and Nagasaki.
29/ Image
Just like it will take outside events to make the on-going the "Great World Supply Chain Collapse" irrelevant.

Pray G-d this supply chain collapse requires something much less drastic.
/End

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More from @TrentTelenko

Apr 1
This fact:

"Oil revenue collapsed to roughly 5% of the national budget, down from 32% the prior year. Taxes increased over 60%. Food prices climbed at least 50%. ATMs across major cities are running out of cash."

Underlines a major point of mine. 🧵

1/
Since Clausewitz, the West recognized "war as an extension of politics."

The corollary of that is "politics is an extension of money."

Iran doesn't have any money, thanks to hyper-inflation and now an 84% reduction in oil revenue.

2/ Image
The failed January 2026 Iranian uprising kicked off because hyperinflation caused massive food insecurity that required the mass murder of 30,000 (+) Iranian protestors to suppress.

The 12-day war and the current one have made Iranian hyper-inflation far worse.

3/
Read 6 tweets
Mar 31
Not for US aircraft. ⬇⬇️

Hardened aircraft shelters are against the secular budget religion of US flying service flag ranks.

Not that other Western air forces are any better.

1/
The Chief of Air Staff RAAF 12 months ago gave a lecture trashing HAS as a bad idea and how "dispersal is better."

Dispersal didn't help USAF E-3G's in Saudi Arabia because they had nowhere to disperse too.

Places like Italy are politically off limits.
2/ Image
The RAAF CoS appeared to believe that every HAS was like the cheapest Iraqi HAS that we could crack with a single BLU-109/B, not the serious HAS needing multiple BLU-109/B down the same hole.

All of China's HAS built since 1991 are of the 2nd variety or are 'super-hardened' deep tunnels.

3/3Image
Image
Image
Read 4 tweets
Mar 29
War is a question of interests, not legality. Iran with, it's support of the October 7th attack, kicked off an existential war with Israel for the latter to prevent Iran from getting the A-bomb.

Israel won't survive as a nation after three Hiroshima class nukes...

Iran War🧵
1/
- riding ballistic warheads in a saturation missile attack - slam into its major cities.

The Trump Administration agreed with Israel on Iranian nukes both in the 12-day war and with the current war.

2/
The Iranian use of a space launcher as an ICBM against Diego Garcia made the current Iran war an existential one for the USA, given the EMP threat Iran represents to the unhardened American power grid.

Imagine the population of the American west - especially Las Vegas! -
3/
Read 9 tweets
Mar 27
How the mighty RAND has fallen.

Anyone claiming Iran will survive long term without explaining how Iran recovers from currency hyperinflation IN THE MIDDLE OF A WAR marks themselves as incompetent yo-yo's.

1/3

bylinesupplement.com/p/why-the-iran…
Hand waving, "They will use ForEx from oil and barter instead of the rial" is ignoring what happened during January 2026.

I dare anyone to do a word search at that link for the text strings "hyperinflation," "Rial" or "foreign exchange."

None are present.

2/
The Iran questions at hand are as follows:
1. Will the Regime fall via a controlled air campaign driven collapse, or
2. After a protracted Syria style civil war with 6 or 7 figure #'s murdered by IRGC thugs, &
3. Will Iran destroy the Gulf's power & H2O supply while dying?

3/3
Read 4 tweets
Mar 26
The Mullah Regime of Iran is in very deep trouble. Any critical thinker can see that.

What I find remarkable is how many people who should know better are so blinded by their hostility to Netanyahu and Trump that they ignore the military context and the domestic context inside Iran.

1/Image
The outcome of this war was decided before it began. The January 2026 uprisings occurred because the Iranian currency had collapsed and the economy was collapsing.

This was due to a massive increase in American economic warfare starting right at the beginning of the second Trump administration. Inflation was over 100% a year in January 2026.
2/
The war has made this much worse. Hyper-inflation has now set in and that has only one ending. IMO Iran’s economy and mullah regime will totally collapse in 4-5 months, even if the war ends immediately.

Even if oil exports last until then, hyperinflation means the oil industry workers will go out on strike and the regime protection forces must seek other jobs to feed their families. The latter has already started to happen.
3/Image
Read 15 tweets
Mar 21
Nothing says hyperinflation like a ten million currency unit banknote.

The US and Western nations need to be three weeks into planning for relief and stability operations to prevent mass starvation in Iran after the Mullah Regime goes down.

After the Mullah's🧵
1/
The horrid impending humanitarian disaster reality for Iran is the current regime is a dead man walking because of hyperinflation.

Iran lacks the administrative ability to replace the current hyperinflated currency in the traditional manner...

2/
...of a three day closing of the banks and handing out new note for old.

In addition, the close down of the internet for security reasons combined with the striking of Iranian bank data centers means there are no operable credit or debit cards.

3/
Read 12 tweets

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